JOSEPH P DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH P DONAHUE CHARITABLE FOUNDATION (EIN 04-3244143)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-23
- IRS object ID
- 202412059349100721
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-23T15:04:07-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042917204 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 OMNI WAY STE 201 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018244187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043244143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH P DONAHUE CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 9784528902 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DONAHUE LAW OFCS 6 S PARK ST | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03766 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW DONAHUE | PersonNm |
| Person Title | TRUSTEE AS NEEDED | PersonTitleTxt |
| Signature | 2024-07-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATTHEW | PersonFirstNm |
| Person Last | DONAHUE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DIONNE | PreparerPersonNm |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2024-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,461,903 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $94,182 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,182 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $179,983 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $591,192 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $179,983 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,750 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,750 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $275,915 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $275,915 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,200 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,068 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,068 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $190 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $190 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,458 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,458 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $446,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $446,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $462,958 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,458 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $446,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$187,043 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $259,457 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $370,371 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,295 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,295 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,541,884 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,668,727 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,066,510 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $197,680 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $197,680 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $196,618 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $37,154 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $57,344 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $138,480 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $24,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $24,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $24,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,171,089 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,984,046 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,461,903 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,171,089 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,984,046 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,171,089 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,984,046 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,171,089 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,984,046 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,171,089 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$187,043 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,984,046 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,984,046 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBICLY TRADED SECURITIES N/C S/T | P | 2023-12-31 | 2023-12-31 | $115,945 | $105,874 | $10,071 | $10,071 |
| PUBICLY TRADED SECURITIES COV L/T | P | 2023-12-31 | 2023-12-31 | $390,441 | $174,876 | $215,565 | $215,565 |
| PUBICLY TRADED SECURITIES N/C L/T | P | 2023-12-31 | 2023-12-31 | $84,806 | $130,459 | -$45,653 | -$45,653 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $179,983 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,071 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,606 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,606 | SubtotalAmt |
| Tax Based On Investment Income | $3,606 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,994 | OverpaymentAmt |
| Applied To ES Tax | $200 | AppliedToESTaxAmt |
| Refund | $3,794 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MATTHEW DONAHUE | IndividualWithBooksNm |
| Phone | 9784528902 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 GEORGE STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MATTHEW DONAHUE | |||||||||
| C/O DONAHUE LAW OFFICES PLLC | 6 SOUTH PARK ST STE 100 | LEBANON | NH | 03766 | TRUSTEE AS N | 0.00 | $0 | $0 | $0 |
| DAVID W DONAHUE | |||||||||
| 111 DEVONSHIRE STREET | BOSTON | MA | 02109 | TRUSTEE AS N | 0.00 | $0 | $0 | $0 | |
| JOHN DONAHUE | |||||||||
| C/O DONAHUE LAW OFFICES PLLC | 6 SOUTH PARK ST STE 100 | LEBANON | NH | 03766 | TRUSTEE AS N | 0.00 | $0 | $0 | $0 |
| JOSEPH DONAHUE III | |||||||||
| C/O DONAHUE LAW OFFICES PLLC | 6 SOUTH PARK ST STE 100 | LEBANON | NH | 03766 | TRUSTEE AS N | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,280,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,943 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,405,716 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,405,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,339,630 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $216,982 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $216,982 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,606 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,606 | TotalTaxAmt |
| Distributable Before Adj | $213,376 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $213,376 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $213,376 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $446,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $446,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $213,376 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $53,427 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $113,879 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $159,513 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $326,819 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $446,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $213,376 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $233,124 | RemainingDistriFromCorpusAmt |
| Total Corpus | $559,943 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $559,943 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,427 | ExcessFromYear4Amt |
| Excess From Year3 | $113,879 | ExcessFromYear3Amt |
| Excess From Year1 | $159,513 | ExcessFromYear1Amt |
| Excess From Current Year | $233,124 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAM KEENAN FOUNDATION | |||||||
| PO BOX 9663 | LOWELL | MA | 01853 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 |
| ADAM KEENAN MEMORIAL SCHOLARSHIP FU | |||||||
| 100 MERRIMACK ST 202 | LOWELL | MA | 01852 | NONE | PUBLIC CHARI | UNRESTRICTED | $500 |
| ALS ONE | |||||||
| 8 INDUSTRIAL WAY | WHITMAN | MA | 02382 | NONE | PUBLIC CHARI | UNRESTRICTED | $500 |
| ALAMEDA COUNTY FOOD BANK | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 |
| ANOTHER WAY | |||||||
| PO BOX 506 | MONTPELIER | VT | 05602 | NONE | PUBLIC CHARI | UNRESTRICTED | $2,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 |
| BRIDGTON ACADEMY | |||||||
| PO BOX 292 | NORTH BRIDGTON | ME | 04057 | NONE | PUBLIC CHARI | UNRESTRICTED | $8,000 |
| BROTHER SULLIVAN FD-ST JOHN'S PREP | |||||||
| 72 SPRING ST | DANVERS | MA | 01923 | NONE | UNRESTRICTED | $6,000 | |
| CAPSTONE VT | |||||||
| 20 GABLE PLACE | BARRE | VT | 05641 | NONE | PUBLIC CHARI | UNRESTRICTED | $10,000 |
| CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 300 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | NONE | PUBLIC CHARI | UNRESTRICTED | $8,000 |
| CHELMSFORD COMM EXCHANGE | |||||||
| PO BOX 394 | CHELMSFORD | MA | 01824 | NONE | PUBLIC CHARI | UNRESTRICTED | $8,000 |
| CHURCH OF THE GOOD SHEPHERD | |||||||
| 214 MAIN STREET | NASHUA | NH | 03060 | NONE | PUBLIC CHARI | UNRESTRICTED | $20,000 |
| CLEMMONS FAMILY FARM | |||||||
| 2213-2122 GREENBUSH ROAD | CHARLOTTE | VT | 05445 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 |
| COMMUNITY ENGAGEMENT LAB | |||||||
| 41 SUMMER ST | MONTPELIER | VT | 05602 | NONE | PUBLIC CHARI | UNRESTRICTED | $2,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC CHARI | UNRESTRICTED | $2,000 |
| FRIENDS OF WINOUSKI RIVER INC | |||||||
| PO BOX 777 | MONTPELIER | VT | 05601 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 |
| GIRLS INCORPORATED FO GREATER LOWEL | |||||||
| 220 WORTHEN STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,000 |
| GLOBAL HEALTH INITIATIVES | |||||||
| 30 COMMON ROAD | WAITSFIELD | VT | 05673 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 |
| GOOD BEGINNINGS OF CENTRAL | |||||||
| 174 RIVER STREET | MONTPELIER | VT | 05602 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 |
| GREEN MOUNTAIN MONASTERY | |||||||
| 420 HILLCREST ROAD | GREENSBORO | VT | 05841 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,000 |
| GREEN MOUNTAIN CLUB INC | |||||||
| 4711 WATERBURY-STOWE ROAD | WATERBURY | VT | 05677 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 |
| GREENVILLE JUNCTION DEPOT FRIENDS | |||||||
| PO BOX 16 | GREENVILLE | ME | 04441 | NONE | PUBLIC CHAR | UNRESTRICTED | $10,000 |
| IMMACULATE CONCEPTION CHURCH | |||||||
| 5 FAYETTE STREET | LOWELL | MA | 01852 | PUBLIC CHARI | UNRESTRICTED | $2,000 | |
| LAKE CHAMPLAIN LAND TRUST INC | |||||||
| ONE MAIN STREET SUITE 20 | BURLINGTON | VT | 05401 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 |
| LOWELL BOYS & GIRLS CLUB | |||||||
| 657 MIDDLESEX ST | LOWELL | MA | 01851 | NONE | PUBLIC CHARI | UNRESTRICTED | $2,000 |
| LOWELL CATHOLIC HIGH SCHOOL | |||||||
| 530 STEVENS STREET | LOWELL | MA | 01851 | NONE | PUBLIC CHAR | UNRESTRICTED | $56,000 |
| LOWELL FESTIVAL FOUNDATION FALL FES | |||||||
| PO BOX 217 | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $4,000 |
| LOWELL HUMANE SOCIETY | |||||||
| 951 BROADWAY STREET | LOWELL | MA | 01854 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,000 |
| LOWELL LITTER KREWE | |||||||
| 517 MOODY ST 3RD FLOOR | LOWELL | MA | 01854 | NONE | UNRESTRICTED | $10,000 | |
| LOWELL PARKS & CONSERVATION TRUST | |||||||
| PO BOX 7162 | LOWELL | MA | 01852 | NONE | PUBLIC CHAR | UNRESTRICTED | $15,000 |
| MAHOOSUC LAND TRUST INC | |||||||
| 57 MAIN STREET BOX 981 | BETHEL | ME | 04217 | NONE | PUBLIC CHAR | UNRESTRICTED | $15,000 |
| MAINE ADAPTIVE SPORTS AND REC | |||||||
| 8 SUNDANCE LANE | NEWRY | ME | 04261 | NONE | PUBLIC CHAR | UNRESTRICTED | $10,000 |
| MILL CITY GROWS | |||||||
| 650 SUFFOLK STREET STE G | LOWELL | MA | 01854 | NONE | PUBLIC CHAR | UNRESTRICTED | $1,500 |
| MONTPELIER COMMUNITY GOSPEL CHOIR | |||||||
| PO BOX 61 | MONTPELIER | VT | 05601 | NONE | PUBLIC CHAR | UNRESTRICTED | $8,000 |
| MOOSEHEAD MARINE MUSEUM | |||||||
| PO BOX 1141 | GREENVILLE | ME | 04441 | NONE | PUBLIC CHAR | UNRESTRICTED | $10,000 |
| MUSTARD SEED COMMUNITY | |||||||
| 29 JAMES AVE | MEDFIELD | MA | 02052 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 |
| NATURAL RESOURCES COUNCIL OF MAINE | |||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | PUBLIC CHAR | UNRESTRICTED | $10,000 |
| NORTHERN STAGE | |||||||
| 74 GATE STREET | WHITE RIVER JUNCTION | VT | 05001 | NONE | PUBLIC CHARI | UNRESTRICTED | $1,000 |
| NOISE POLLUTION CLEARINGHOUSE | |||||||
| PO BOX 1137 | MONTPLIER | VT | 05602 | NONE | PUBLIC CHARI | UNRESTRICTED | $2,000 |
| NOTRE DAME ACADEMY | |||||||
| 180 MIDDLESEX ROAD | TYNGSBORO | MA | 01879 | UNRESTRICTED | $2,000 | ||
| OFF THE PARK PRESS | |||||||
| 976 KENSINGTON AVE | PLAINFIELD | NJ | 07060 | NONE | PUBLIC CHAR | UNRESTRICTED | $30,000 |
| ORCHARD VALLEY WALDORF SCHOOL | |||||||
| 2290 VT-14 EAST | MONTPELIER | VT | 05651 | NONE | PUBLIC CHAR | UNRESTRICTED | $50,000 |
| PIONEER VALLEY POETRY PRODUCTIONS | |||||||
| 181 SCHOOL STREET | NORTHFIELD | MA | 01360 | NONE | PUBLIC CHAR | UNRESTRICTED | $30,000 |
| POOR CLARE SISTERS | |||||||
| 445 RIVER ROAD | NORTH ANDOVER | MA | 01810 | NONE | UNRESTRICTED | $2,000 | |
| PREVENT CHILD ABUSE VT | |||||||
| PO BOX 829 | MONTPELIER | VT | 05601 | NONE | PUBLIC CHARI | UNRESTRICTED | $2,000 |
| RESIST INC | |||||||
| PO BOX 301240 | BOSTON | MA | 02130 | NONE | UNRESTRICTED | $1,000 | |
| RURAL VERMONT | |||||||
| 46 EAST STATE ST | MONTPELIER | VT | 05602 | NONE | PUBLIC CHARI | UNRESTRICTED | $2,000 |
| SCRAG MOUNTAIN MUSIC | |||||||
| 4996 HOLLISTER ROAD | MARSHFIELD | VT | 05658 | NONE | PUBLIC CHAR | UNRESTRICTED | $5,000 |
| SELVA OSCURA | |||||||
| 934 N CALIFORNIA AVE 3 | CHICAGO | IL | 60622 | NONE | PUBLIC CHARI | UNRESTRICTED | $32,000 |
| SPECTRUM YOUTH & FAMILY SERVICES | |||||||
| 31 ELMWOOD AVE | BURLINGTON | VT | 05401 | NONE | UNRESTRICTED | $1,000 | |
| THE GOOD SMARITAN HAVEN | |||||||
| PO BOX 1104 | BARRE | VT | 05641 | NONE | UNRESTRICTED | $4,500 | |
| THE OLD MEETING HOUSE | |||||||
| 1620 CENTER ROAD | EAST MONTPELIER | VT | 05602 | NONE | PUBLIC CHAR | UNRESTRICTED | $5,000 |
| THE WHOLE HORSE EXPERIENCE | |||||||
| PO BOX 127 | NEWRY | ME | 04261 | NONE | PUBLIC CHAR | UNRESTRICTED | $3,000 |
| UPPER VALLEY SNOW SPORTS FOUNDATION | |||||||
| 160 WHALEBACK MOUNTAIN RD | ENFIELD | NH | 03748 | NONE | UNRESTRICTED | $26,000 | |
| VERMONT ARTS COUNCIL | |||||||
| 136 STATE STREET | MONTPELIER | VT | 05633 | NONE | UNRESTRICTED | $2,000 | |
| VERMONT RIVERS CONSERVANCY | |||||||
| 29 MAIN ST SUITE 11 | MONTPELIER | VT | 05601 | NONE | UNRESTRICTED | $1,000 | |
| WATER FOR CAMBODIA | |||||||
| PO BOX 1121 | BRISTOL | RI | 02809 | NONE | PUBLIC CHAR | UNRESTRICTED | $2,500 |
| WHITE RIVER PARTNERSHIP | |||||||
| 4266 VT ROUTE 14 | SOUTH ROYALSTON | VT | 05068 | NONE | UNRESTRICTED | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $446,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,182 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,750 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $179,983 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $275,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $275,915 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP & EM DONAHUE CRT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | CRT | OrganizationTypeDesc |
| Relationship Description | COMMON TRUSTEES | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $3,200 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WALGREENS BOOTS ALLIANCE 3.800% DUE | $49,425 | $49,103 |
| ELEVANCE HEALTH 3.5% DUE 8/15/24 | $49,620 | $49,337 |
| QUALCOMM INC 3.45% DUE 5/20/25 | $98,635 | $98,178 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - 1,000 SH | $83,982 | $154,970 |
| AIR PRODUCTS & CHEMICALS - 500 SH | $145,354 | $136,900 |
| ARCHER-DANIELS MIDLAND - 1,000 SH | $57,978 | $72,220 |
| APA CORP - 3,700 SH | $105,147 | $132,756 |
| BOEING CO - 600 SH | $82,024 | $156,396 |
| BRISTOL MYERS SQIBB CO - 1,000 SH | $45,634 | $51,310 |
| CATERPILLAR INC - 500 SH | $69,813 | $147,835 |
| CHEVRON CORPORATION - 500 SH | $25,035 | $74,580 |
| CLEAN ENERGY FUELS CORP - 25,000 SH | $101,487 | $95,750 |
| CME GROUP INC - 600 SH | $101,328 | $126,360 |
| CONOCOPHILLIPS - 1,000 SH | $83,489 | $116,070 |
| CORE LABARATORIES INC - 2,000 SH | $47,650 | $35,320 |
| DEVON ENERGY CORPORATION - 1,000 SH | $50,274 | $45,300 |
| EATON CORP PLC - 500 SH | ||
| EMERSON ELECTRIC - 500 SH | ||
| FISERV INC - 400 SH | $43,975 | $53,136 |
| FRANCO NEVADA CORP - 1,100 SH | $131,457 | $121,891 |
| FREEPORT MCMORAN INC - 2,0002 SH | $60,116 | $85,140 |
| GEOSPACE TECHNOLOGIES - 5,000 SH | $46,661 | $64,800 |
| IMPERIAL OIL - 1,000 SH | ||
| INTEL CORP - 2,500 SH | $89,848 | $125,625 |
| IBM - 400 SH | $50,127 | $65,420 |
| INTERCONTINENTAL EXCHANGE - 700 SH | $65,649 | $89,901 |
| JPMORGAN CHASE & CO - 700 SH | $37,012 | $119,070 |
| LOCKHEED MARTIN CORP - 200 SH | $67,230 | $90,648 |
| MERCK & CO INC - 1,000 SH | $46,169 | $109,020 |
| MESABI TRUST CBI - 5,000 SH | $110,049 | $102,350 |
| NESTLE - 1,000 SH | $87,945 | $115,856 |
| NIKE - 400 SH | $9,259 | $43,428 |
| ORACLE CORP - 800 SH | $51,933 | $84,344 |
| RAYTHEON TECHNOLOGIES CORP - 500 SH | ||
| RIO TINTO PLC - 2,000 SH | $145,218 | $148,920 |
| SCHLUMBERGER LTD - 1,500 SH | $57,434 | $78,060 |
| STARBUCKS CORP - 1,000 SH | $75,436 | $96,010 |
| TECHNIPFMC PLC - 3,500 SH | $47,553 | $70,490 |
| TEX PAC LAND TR SUB - 295 SH | $112,116 | $463,873 |
| TJX COMPANIES INC - 900 SH | $61,389 | $84,429 |
| UNION PACIFIC CORP - 600 SH | $130,296 | $147,372 |
| UNITED PARCEL SERVICES - 500 SH | $49,141 | $78,615 |
| WASTE MANAGEMENT INC - 750 SH | $30,863 | $134,325 |
| WHEATON PRECIOUS METALS - 3,000 SH | $62,656 | $148,020 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GRAYSCALE BITCOIN TRUST - 3,000 SH | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $57,344 | BookValueAmt |
| EOYFMV | $138,480 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAPESTRY | Desc |
| BOY Book Value | $24,000 | BOYBookValueAmt |
| EOY Book Value | $24,000 | EOYBookValueAmt |
| EOYFMV | $24,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK/INVESTMENT FEES | $84 | $84 |
| MISCELLANEOUS EXPENSES | $106 | $106 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $1,750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID (INVESTMENTS) | $998 | $998 |
| INCOME TAX ON INVESTMENT INCOME | $12,070 | $12,070 |
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